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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,269 | $65,361-76.6% | $92,903-83.6% | $72,983-79.1% |
| Participation rate | 72.0% | 68.3%+3.7pp | 76.0%-4.0pp | 69.5%+2.5pp |
| Annual return | 33.42% | 42.11%-8.7pp | 109.43%-76.0pp | 81.01%-47.6pp |
| Employer contribution / active EE | $1,787 | $2,594-31.1% | $3,653-51.1% | $2,440-26.8% |
| Participant deferral / active EE | $3,305 | $3,128+5.7% | $4,238-22.0% | $3,608-8.4% |
| Admin fee / account holder | $132 | $4,251-96.9% | $5,795-97.7% | $5,124-97.4% |